Visor via MCP

Your finances inside the AI you already use.

No more downloading each bank's statement and pasting it into ChatGPT. Visor connects your accounts through Brazil's Open Finance and hands everything to Claude, ChatGPT or Cursor, up to date and organized, as you live.

Try for free

See how to connect

Available on the Pro and Premium plans.

Ask the way you would ask a person.

The AI reads your data in real time and answers with your numbers, not averages.

How much did I spend on food this month?
What is my projected balance at the end of the month?
Create a category for subscriptions
Chart my spending by category
How much do I need to save each month for the December trip?
Mark the Nubank bill as paid

How to connect

You need a Pro or Premium plan and an MCP client. The server address is the same for all of them: https://mcp.visorfinance.app

In your terminal, run:

claude mcp add visor --transport http https://mcp.visorfinance.app

In your terminal, run:

codex mcp add visor -- npx mcp-remote https://mcp.visorfinance.app

Requires Node.js (mcp-remote bridges the client and the server).

Edit ~/.cursor/mcp.json and add:

{
  "mcpServers": {
    "visor": {
      "url": "https://mcp.visorfinance.app"
    }
  }
}

For clients configured with JSON (such as Claude Desktop), add to the mcpServers block:

{
  "mcpServers": {
    "visor": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.visorfinance.app"
      ]
    }
  }
}

Requires Node.js.

ChatGPT connects to Visor through Developer mode, available on ChatGPT web for paid plans (Plus, Pro, Business, Enterprise or Edu). Custom GPTs do not work with MCP.

1. Turn on Developer mode

On ChatGPT web, open Settings
Go to Apps & Connectors and open Advanced settings
Turn on Developer mode

2. Add Visor

In Apps & Connectors, click Create
Enter the name Visor, the MCP server URL and OAuth authentication
Confirm that you trust the app and click Create
Log in to Visor in the window that opens and choose the permissions

https://mcp.visorfinance.app/

3. Turn Visor on in the conversation

In each new conversation, click + next to the message field, open More, choose Developer mode and turn on Visor.

The commands are also in Visor, under Settings > Connected apps. Trouble connecting? See the full guide in the Help Center (Portuguese)

What the AI can do

Overview and transactions

Balance, income, expenses, projection and spending pace. Search, edit, categorize and tag transactions in bulk.

Cards and bills

Bills, upcoming due dates and available limit. Mark bills as paid and organize additional cards.

Installments, fixed bills and debts

Paid and remaining installments, fixed bills, recurring income and loans, all in your projections.

Budget, categories and rules

Plan the month's budget, adjust limits per category and create automatic categorization rules.

Goals and investments

Create goals, work out how much to save each month, log contributions and follow your investments.

Spaces and charts

Work in any space (personal, couple, business) and ask for bar, line or donut charts of your data.

Secure by default

Visor login

On the first connection, your browser opens so you can log in to your account. After that the connection stays active.

OAuth 2.0

The transport is HTTP with OAuth 2.0, a secure authorization standard. Your data is never shared without your consent.

You confirm first

Destructive actions, such as deleting or editing transactions, only happen after your explicit confirmation.

Get started in two minutes.

Connect your Brazilian banks through Open Finance in Visor, then bring everything to your AI.

Try for free